Senior Client Advisor – Financial Services

synovuscareers

Fort Walton Beach (FL)

On-site

USD 60,000 - 90,000

Full time

4 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Pinnacle in Fort Walton Beach is looking for a Financial Specialist who delivers distinctive service as a single touch point for clients, guiding conversations about banking products and solutions. You will assist with deposits, withdrawals, transfers, and new accounts, while upholding regulatory requirements and risk controls to ensure a seamless client experience.

A strong track record in financial services and excellent communication skills are essential to expand relationships and promote a

Qualifications

High school diploma or equivalent; college degree preferred.
Minimum of 10 years in financial services.
Proficient in Microsoft Office and banking regulations.
Strong interpersonal and communication skills.

Responsibilities

Provide distinctive service to clients in person and by phone.
Assist clients with deposits, withdrawals, payments, and balance inquiries; open new accounts as needed.
Process required new account paperwork, verify client credentials, and obtain supporting documentation.
Ensure compliance with federal regulations and bank policies; manage risk and maintain accuracy.
Refer clients to other financial services areas as appropriate to expand relationships.